Caylie Anne Taylor
Investment adviser representative at Charles Schwab & Co., Inc.
10 yearsExperience
1 stateRegistered in
CFP® certification, ChFC®Designations
$0Firm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Fixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
Experience
10 years in the industry.
- Charles Schwab Bank, SsbAug 2022 to now
- Charles Schwab & Co., Inc.Feb 2021 to now
- Urshan CollegeAug 2020 to Dec 2020
- Urshan CollegeJan 2020 to May 2020
- Urshan CollegeAug 2019 to Dec 2019
- Urshan College & Urshan Graduate School of TheologyJun 2019 to Feb 2021
- Urshan CollegeJan 2019 to May 2019
- Urshan CollegeAug 2018 to Dec 2018
- Sapper ConsultingMay 2018 to Jun 2019
- Urshan College & Urshan Graduate School of TheologyJan 2018 to May 2018
- Rangers Floral GardenAug 2017 to Jan 2018
- Urshan CollegeJun 2017 to Aug 2017
- Mullen FamilyAug 2016 to May 2017
Designations
- CFP® certification
- ChFC®
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (AZ).
Charles Schwab & Co., Inc.
$0Assets managed
0Clients
6,777Advisers
39 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7336874
- Firm CRD
- 5393